+343.5%
AEM vs ONTO
+113.5%
+230.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.3% | +0.5% |
| 7D | +3.0% | +9.4% | -6.4% | +1.9% |
| 30D | +12.5% | -4.4% | +16.9% | +12.7% |
| 3M | +26.9% | +1.6% | +25.3% | +25.2% |
| 6M | -9.4% | +45.3% | -54.7% | -13.8% |
| YTD | +20.3% | +76.4% | -56.1% | +13.2% |
| 1Y | +33.8% | +167.2% | -133.4% | +23.0% |
| All | +343.5% | +113.5% | +230.1% | +320.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ONTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling